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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,604 | $103,949-95.6% | $69,182-93.3% | $273,972-98.3% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | 13.59% | 35.28%-21.7pp | -21.93%+35.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $608 | $2,716-77.6% | $1,897-67.9% | $5,287-88.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |